Podcast Episodes
Back to SearchMay 2025 Mining Report: IREN, MARA, CLSK & RIOT Square Off!
Season 1 Episode 315
Bitcoin's impressive rise above $107,000 coincides with substantial institutional buying, creating a significant supply-demand imbalance as miners re…
1 year, 1 month ago
Bit Digital - CEO Sam Tabar - Q1 Earnings & WhiteFiber Expansion!
Season 1 Episode 314
Bit Digital CEO Sam Tabar joins us to discuss their strategic shift from Bitcoin mining to High-Performance Computing and Ethereum investments, showc…
1 year, 1 month ago
Shining the Spotlight on BitFuFu & Soluna Holdings Financing News!
Season 1 Episode 313
McNallie Money takes a deep dive into BitFuFu, a $500M market cap Bitcoin miner with over 34 exahash under management that hasn't been featured on th…
1 year, 1 month ago
IREN's bold $500M move and HPC Outlook, Bitdeer Production & Soluna News!
Season 1 Episode 312
Anthony Power and I break down Iron's recently announced $500M convertible note, exploring whether this signals standard financing or preparation for…
1 year, 1 month ago
Daily Mining Revenue Analysis: Margins, Revenue & Latest RIOT/BITF Updates!
Season 1 Episode 311
Bitcoin's climb past $110,000 creates unprecedented revenue opportunities for mining companies, with leading operations achieving gross margins up to…
1 year, 1 month ago
Exploring Miner MCAP, mNAV, HODL & Margins in Q2!
Season 1 Episode 310
McNally Money dives into Bitcoin miners' market caps, HODL positions, mNAV premiums, and live mining margins to understand why miners are undervalued…
1 year, 1 month ago
Trump vs Musk: A Digital Showdown Shakes Markets + Miner News!
Season 1 Episode 309
The Trump-Musk bromance appears to have ended with implications for Bitcoin miners as they recover from a market pullback while Hive Digital and Salu…
1 year, 1 month ago
May Production Analysis: IREN, DMG, and Cipher Mining Excel Amid $100K+ Bitcoin!
Season 1 Episode 308
Bitcoin miners are delivering record revenue results as prices hover consistently above $100,000. We examine the May production results from Iren, DM…
1 year, 1 month ago
HPC Revolution: Comparing Billion-Dollar Data Center Contracts
Season 1 Episode 307
Anthony Power and Bryce McNallie dive deep into the HPC AI data center contracts that are transforming Bitcoin mining companies into AI infrastructur…
1 year, 1 month ago
Hash Wars: Riot, Marathon & CleanSpark's May Production Analysis!
Season 1 Episode 306
Riot, Marathon, and CleanSpark release May production results on the same day, providing a unique opportunity to compare the performance of these Bit…
1 year, 1 month ago